Geopolitics & Energy Security

2026 Global Energy Agenda full survey results

The Global Energy Agenda takes the pulse of the energy community, revealing expert views on global energy security, access, and sustainability.

The United States is a reliable energy partner: The data proves it

The market for US LNG is global, liquid, flexible, and governed by commercial contracts, making it appealing to importers over supply from coercive exporters like Russia.

Innovation as resilience: Demand-side strategies for critical mineral supply chain security

By Alexis Harmon, Reed Blakemore

Policies designed to secure critical mineral supplies have a blind spot: they focus primarily on sourcing but underuse demand-side strategies.

Ukraine’s legacy grid and wartime agility could help answer Europe’s energy problem

By Lana Zerkal

Ukraine’s strong position as a potential supplier of European energy is rooted in its resilience, resources, and resolve.

The impacts of the Iranian crisis on Japan’s energy strategy

By Tatsuya Terazawa

Strategic planning has enabled Japan to manage the Hormuz energy crisis relatively well. But the shock also exposed policy weaknesses that needs to be addressed to improve the country's energy resilience.

The US needs a comprehensive batteries strategy to ensure its battlefield edge

By Joseph Webster and Kyle Chan

Batteries are becoming increasingly important in defense technologies. To keep an operational edge, the US needs to focus on new supply chains and developing technological advantages.

A connected threat needs a connected framework

By Omran Al-Kuwari

To mitigate future energy crises, the world needs more than its current patchwork approach. It needs to build a globally coordinated framework.

Ukrainian long-range drones are turning Russia’s size into a weakness

By Peter Dickinson

Ukraine is waging a strategic bombing campaign of deep strikes across the Russian Federation that aims to exploit Russia's colossal size and transform it from a key strength into a fatal weakness, writes Peter Dickinson.

The future of US energy security: Building on lessons from the Iran war

By Bob McNally

The global energy disruption caused by the Iran war reveals what US energy policy has gotten right—and wrong. These lessons could pave the way toward a more energy-secure world.